Miroslava Martinez

MANCHESTER CAPITAL MANAGEMENT LLC

New York, NY 10022

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CRD#: 7391056

Professional summary

Miroslava Martinez is a registered financial advisor currently at MANCHESTER CAPITAL MANAGEMENT LLC located in New York, New York.

Miroslava is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Miroslava has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Miroslava Martinez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 6, 2024 - Present

MANCHESTER CAPITAL MANAGEMENT LLC

Office #1: 410 Park Avenue 12th Floor, New York, NY 10022

RIA

CRD#: 110003

New York, NY

Past

April 24, 2023 - September 5, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LINDEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MANCHESTER CAPITAL MANAGEMENT LLC

CRD#: 110003 / SEC#: 801-43586

RIA

Registered Investment Advisory firm - (4/7/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(11/6/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/6/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/22/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/18/2022

Securities Industry Essentials Examination

Current Firm

MANCHESTER CAPITAL MANAGEMENT LLC

CRD#: 110003 / SEC#: 801-43586

RIA

Registered Investment Advisory firm - (4/7/1993 Approved)

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Contact information

Main Address

3657 Main Street, Manchester, VT 05254

Mailing Address

Po Box 416, Manchester, VT 05254

Phone number

(802) 362-4410

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (5/13/2025)

Regulatory assets under management

Total Number of Accounts	1,664
AUM (Assets Under Management)	$ 3,535,130,537

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/26/2025	Cover Page	Report
08/20/2024	Cover Page	Report
07/27/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Miroslava Martinez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Miroslava Martinez's CRS (Customer Relationship Summary).

Certified licenses

Experience

MANCHESTER CAPITAL MANAGEMENT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

MANCHESTER CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/6/2024

Series 7TO

Date: 4/22/2023

SIE

Date: 8/18/2022

Current Firm

MANCHESTER CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MANCHESTER CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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